For many Salesforce users, the first thing they’ll want to do after configuring their authentication is to import Salesforce lists for Smart Send Campaigns. In order to track the delivery and response of a Postalytics Smart Send Campaign in Salesforce, you must use the Salesforce mailing list import feature. It’s a super easy process that will needs to be done in order to:
- Map Salesforce Contact fields into Postalytics for both mailing and personalization uses
- Configure the imported contacts to receive Postalytics delivery and response status codes
In order to import Salesforce Lists into Postalytics, your version of Salesforce must include API access. Click here to review Salesforce’s current feature sets.
- While Postalytics supports list import from .CSV and Excel files, campaigns that use lists with these import sources cannot connect to Salesforce for delivery and response tracking.
- Postalytics imports records and synchronizes deliver and response statuses from Salesforce Contacts and Leads. You can organize/segment Leads in Saved Views in Salesforce or in the Campaigns Object, and then choose those List Views or Campaigns to import. You can organize Contacts in Saved Views, Campaigns or Accounts (Saved List Views or All).
When you import a Salesforce mailing list into Postalytics, we’ll check each record to make sure that it has the minimum required fields for proper mailing. If a contact does not have the required fields, we’ll import it anyway, but it will be labeled “Invalid” and cannot be mailed to until it is fixed.
- First Name (20 characters, alpha numeric) and Last Name (20 characters, alpha numeric) AND/OR
- Company (40 characters, alpha numeric)
You may have either First Name and Last Name or Company Name or both. They will be printed on two separate lines above the rest of the address and will look something like this:
- Address (64 characters, alpha numeric)
- City (200 characters, alpha numeric)
- State (2 letter state short-name code “MA” or valid full state name “Massachusetts”)
- Zip code (5 digit numeric “02370” or 5 dash 4 digit numeric “02370-1234”
You may also include an Address 2 field on records that require it (64 characters, alpha numeric). Use this field for things such as apartment number, suite number, etc.
You can also map in common contact info such as email address, phone number, occupation/job title as well as up to 35 user defined fields (we call them Variable Data fields). These fields are not used in the address part of the mailer but can easily be inserted into the creative.
At the current time, Postalytics can only mail to U.S. addresses. Additional countries will be added over time.
Postalytics will give you options to import Salesforce “List Views” that are saved in the Lead, Contact, Campaign or Account “Objects”. “List Views” are Salesforce’s term for the display of the records that are saved within a Salesforce. An “Object” is a Salesforce term for the container by which data is held. Postalytics can pull name, address and other data used in a direct mail campaign from any of the “List Views” saved within the Lead, Contact or Account Objects. Postalytics can also pull Contact or Lead information from the Campaigns Object in a saved Campaign.
In the example below, we want to send a direct mail campaign to all of our Massachusetts Contacts in Salesforce. In Salesforce, we went to the Contacts Object and used the built in filters to select only our Massachusetts Contacts, and just saved the list view. You’ll see below how easy it is to import that list. Here’s a Salesforce Help article on how to customize your data view.
It’s really easy to pull in all sorts of segmented lists from Salesforce to Postalytics. The first step is to click on the Create New List menu choice at the top of any Postalytics page, then click the Salesforce Button as shown above. The next screen will walk you through 4 choices to help you define the exact Salesforce data that you want to pull into Postalytics.
First, give your list a name. This will be used to identify the list within the Postalytics app. Your list can be re-used across an unlimited number of campaigns. We recommend naming it in a way that will make sense to you over time.
Next, you can select your Salesforce integration (if you have integrated with more than one Salesforce instance). If you have connected to only one instance, it will be the default configuration. If you haven’t yet configured your Salesforce integration, please see the Salesforce Authentication article and complete that process.
Third, choose the “Salesforce Object” that you’d like to pull data in from. You can choose from Leads, Contacts, Campaigns and Accounts. This choice will narrow down the list for your final choice.
Finally, select the Saved List View (or Salesforce Campaign) that you want to use in your Smart Send. Here, we’re choosing the MA Contacts List View that was defined and saved in Salesforce using the List View filters.
The “List Preview Data” will show you what your data looks like before the importer gets a hold of it. Here, if you see any egregious issues (I forgot to add a City column!), you can go back and fix your data file before you spend more time on the import.
Postalytics makes it abundantly clear exactly which fields you need to map to in order to send a direct mail campaign. You can’t proceed until these fields are properly mapped.
The required fields will turn from red to green when they’ve been mapped. Required fields that are not mapped remain in red. Optional fields will be yellow.
Cool Tool #1: Select & Deselect Fields – Eliminating Room For Error
When you select a field to be mapped, it will be grayed out in the list and no longer available to be selected. Change your mind? Just “Deselect” the field and scroll or search for the field you want to use.
Cool Tool #2: Search For Your Mapping Fields
When mapping any field into Postalytics, you can now just start typing in the search box to quickly navigate to the correct field to map.
After you’ve mapped your required fields, you can map other common data fields that are standard in Postalytics such as Email, Phone, Occupation, etc. as well as up to 35 additional User Defined Personalization Fields.
Cool Tool #3: List Mapping “Memory”
Because lists are often imported the same way over and over again, with the same variable fields, the next time you import a list, the Postalytics mapping tool will “remember” the previous import’s mapping and automatically map them, saving you time.
If you won’t be using these fields with a particular list import, or creative, you can easily clear the fields by clicking the red “Clear Selections” button. You can also edit any of these auto mapped fields by using Cool Tool #1 or Cool Tool #2 above.
Finally, you’ll get a sneak preview to see what your data will look like once it has been imported. If you want to change anything, you can go back and fix your mappings. If you’re all set, click Import Now.
Your Salesforce mailing list data will be imported into Postalytics. Depending on the size of your file, this process may take a few minutes. You will receive an email confirmation with list health information when your list has successfully uploaded. You can click Go to My Lists to check the status of your list.
On the Contacts List page, you’ll see the status of your list, the list source, number of contacts and date your list was created. To manage your newly updated list, click the edit button. From here, you’ll be able to do the following:
- Edit your Contact List
- Download your Contact List
- Append records with the same layout to your list
- Edit Field mappings
- Delete your list